Angela Oneill
The Strebel Planning Group · Ithaca, New York
Angela Oneill is a fee-only financial advisor at The Strebel Planning Group in Ithaca, New York, who holds the CFP credential. Angela focuses on tax planning and small business owners. The Strebel Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | The Strebel Planning Group |
|---|---|
| Based in | Ithaca, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $217.2M across 1,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2969167 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.strebelcpa.com |
| Profile |
How Angela's firm compares
- The Strebel Planning Group's average account is about $201,000, from its Form ADV (assets managed divided by 1,081 accounts).
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Questions about Angela
Is Angela Oneill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and The Strebel Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, The Strebel Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angela Oneill based?
Angela Oneill is based in Ithaca, New York.
What does Angela specialize in?
Angela's specialties include tax planning and small business owners.
What credentials does Angela Oneill hold?
Angela Oneill holds the CFP credential.
Is Angela Oneill registered with the SEC?
Yes. Angela Oneill is registered as an investment adviser representative in NY (CRD 2969167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Strebel Planning Group manage?
The Strebel Planning Group reports $217.2M across 1,081 accounts in assets under management.
How do I contact Angela Oneill?
Through Angela's website, www.strebelcpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Strebel Planning Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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